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Disclosery

SPDW SPDR INDEX SHS FDS

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COM (fund)

1,193 managers (1,208 13F filers) reported a position in SPDW shares at 2026-03-31, 658,238,534 shares in all. 94 filers opened a position and 49 filers sold out during the quarter.

Managers
1,193
13F filers
1,208
New
94
Added
474
Reduced
410
Sold out
49
Shares held by filers
658,238,534

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RETIREMITTEN FINANCIAL LLC292,243$13.3M6.45%13F-HRTimeline
Collaborative Wealth Managment Inc.291,410$13.3M6.13%+47,57113F-HRTimeline
O'Connor Financial Group LLC291,328$13.3M5.44%+92813F-HRTimeline
Palatine Hill Wealth Management, LLC290,359$13.3M11.54%-86,33613F-HRTimeline
Partners in Financial Planning289,975$13.2M2.2%-43113F-HRTimeline
Cascade Financial Partners, LLC289,571$13.2M1.36%+1,79213F-HRTimeline
Foundations Investment Advisors, LLC286,371$13.1M0.16%+49,75713F-HRTimeline
FMR LLCin group FMR LLC285,646$13M<0.01%+14,21813F-HRTimelineGroup
Sage Advisory Services, Ltd.Co.283,084$12.9M7.08%-17513F-HRTimeline
Clear Retirement Advice LLC281,259$12.8M10.08%+1,57213F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC281,244$12.8M2.83%-5,91113F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC279,765$12.8M5.64%+4,77413F-HRTimeline
DORVAL Corp278,311$12.7M3.94%-21,83713F-HRTimeline
Tortoise Investment Management, LLC276,912$12.6M1.04%+6,62113F-HRTimeline
Boltwood Capital Management274,680$12.5M3.2%-59013F-HRTimeline
Aquire Wealth Advisors, LLC272,766$12.5M3.27%-15,43813F-HRTimeline
Financial Planning Fort Collins, LLC255,858$12.4M9.7%+18,79313F-HRTimeline
Range Advisory, LLC270,388$12.3M2.29%+73,58113F-HRTimeline
NovaPoint Capital, LLC268,597$12.3M3.08%+36,02913F-HRTimeline
Kagan Cocozza Asset Management262,191$12M8.42%+3,29313F-HRTimeline
Aspire Private Capital, LLC261,746$11.9M2.7%-38,47013F-HRTimeline
Roble, Belko & Company, Inc260,037$11.9M1.51%-16,23713F-HRTimeline
Montz Harcus Wealth Management LLC253,360$11.6M4.67%+19,91713F-HRTimeline
Leslie Global Wealth, LLC251,852$11.5M6.06%+14,25913F-HRTimeline
Simplicity Wealth,LLC251,409$11.5M0.65%+45,11313F-HRTimeline
Gateway Wealth Partners, LLC250,786$11.4M0.45%+101,43313F-HRTimeline
Lifestyle Asset Management, Inc.246,584$11.3M3.68%+7,79813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC245,056$11.2M1.25%-2,82013F-HRTimeline
AE Wealth Management LLC244,583$11.2M0.06%+12,40313F-HRTimeline
Marathon Strategic Advisors, LLC244,233$11.1M8.02%+4,83413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC242,675$11.1M0.16%+48,70613F-HRTimeline
Kingsview Wealth Management, LLC239,953$11M0.15%+86,91613F-HRTimeline
Delta Wealth Advisors LLC239,035$10.9M8.3%+24,96513F-HRTimeline
MGO ONE SEVEN LLC238,604$10.9M0.22%+210,71513F-HRTimeline
Rosenberg Matthew Hamilton237,100$10.8M2.22%-3,67613F-HRTimeline
Amicus Financial Advisors, LLC237,066$10.8M2.98%-2,35713F-HRTimeline
TPG Financial Advisors, LLC235,549$10.8M3.5%+17,39813F-HRTimeline
Luken Investment Analytics, LLC232,694$10.6M4.07%+74,60313F-HRTimeline
Wrenne Financial Planning LLC230,898$10.5M4.13%+5,00513F-HRTimeline
WBH ADVISORY INC226,895$10.5M0.79%+31,95913F-HRTimeline
Quantinno Capital Management LP229,532$10.5M0.02%+85,93813F-HRTimeline
Mutual Advisors, LLC228,669$10.4M0.22%+11,55813F-HRTimeline
Valtinson Bruner Financial Planning LLC227,987$10.4M2.86%+20,28113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …227,899$10.4M0.59%-139,53913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC224,086$10.2M0.28%-13513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC222,749$10.2M0.45%+3,80813F-HRTimeline
New England Capital Financial Advisors …221,732$10.1M2.77%-9,99713F-HRTimeline
Fort Point Capital Partners LLC221,540$10.1M1.33%+20,76913F-HRTimeline
LANARK FINANCIAL, INC.217,576$9.93M0.75%+5,97713F-HRTimeline
Collier Financial211,873$9.67M7.38%-4,63413F-HRTimeline
Partnership Wealth Management, LLC210,834$9.62M7.34%-17,96413F-HRTimeline
Xena Financial Planning, LLC207,551$9.48M10.7%+27413F-HRTimeline
Brown Financial Advisory207,722$9.48M4.7%+1,50513F-HRTimeline
Cornerstone Financial Group, LLC /NE/190,315$9.3M5.97%+14,23113F-HRTimeline
Salomon & Ludwin, LLC199,594$9.2M0.82%+19,27913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP207,597$9.2M<0.01%+73,76413F-HRTimelineGroup
Modera Wealth Management, LLC199,721$9.12M0.11%-60,41013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.199,317$9.1M6.05%-13,21613F-HRTimeline
ATLAS CAPITAL ADVISORS INC.198,510$9.06M1.04%+2,99413F-HRTimeline
Orin Green Financial, LLC198,499$9.06M3.72%-5,29513F-HRTimeline
LEGACY SOLUTIONS, LLC195,441$8.92M8.27%-14,32213F-HRTimeline
Arete Wealth Advisors, LLC194,586$8.88M0.67%-90013F-HR/ATimeline
VERUS CAPITAL PARTNERS, LLC192,988$8.81M0.61%-73913F-HRTimeline
Fortitude Financial, LLC192,504$8.79M4.65%-3,87113F-HRTimeline
Security Financial Services, INC.191,528$8.74M1.38%-31,11313F-HRTimeline
Truepoint, Inc.191,311$8.73M0.19%-22,44613F-HRTimeline
Ignite Planners, LLC191,090$8.7M1.34%+7,78613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC189,376$8.64M0.2%+18,65413F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…189,198$8.64M0.49%+91,02313F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC188,499$8.6M0.02%+179,37413F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC185,880$8.49M0.09%+12,31713F-HRTimeline
IFS Advisors, LLC185,542$8.47M4.36%+8,78913F-HRTimeline
AIRE ADVISORS, LLC184,370$8.42M1.54%-86013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC180,344$8.23M0.18%+4,43113F-HR/ATimeline
YHB Investment Advisors, Inc.178,731$8.16M0.58%+25713F-HRTimeline
Bay Capital Advisors, LLC176,999$8.08M4.98%+5,05813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…176,491$8.06M0.02%new13F-HRTimeline
Venturi Wealth Management, LLC176,059$8.04M0.36%-38613F-HRTimeline
Seven Springs Wealth Group, LLC175,926$8.03M1.86%-57513F-HRTimeline
OLD MISSION CAPITAL LLC170,221$7.77M0.18%new13F-HRTimeline
Ironwood Wealth Management, LLC.169,460$7.74M2.22%-1,49413F-HRTimeline
XML Financial, LLC169,407$7.73M0.62%+7,57713F-HRTimeline
Richmond Investment Services, LLC168,604$7.7M1.24%-3,66313F-HRTimeline
PLANWISER FINANCIAL, LLC156,907$7.67M5.55%-15,98713F-HRTimeline
Bensler, LLC167,062$7.63M0.79%+12,06213F-HRTimeline
NOVEM GROUP166,685$7.61M0.87%+18013F-HRTimeline
Convergence Financial, LLC166,581$7.6M0.81%+21,94513F-HRTimeline
Optimist Retirement Group LLC166,399$7.6M3.35%-1,60013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC166,392$7.6M1.12%-82013F-HRTimeline
TCP Asset Management, LLC165,706$7.56M0.97%new13F-HRTimeline
Fairfield University165,301$7.55M3.78%-56,04013F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC164,096$7.49M2.12%+12,09313F-HRTimeline
Ausdal Financial Partners, Inc.163,343$7.46M0.33%-432,88513F-HRTimeline
CSM Advisors, LLC162,925$7.44M0.18%-24,10013F-HRTimeline
Diligent Investors, LLC161,121$7.36M1.82%-4,07913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC160,864$7.34M<0.01%+38,50713F-HRTimelineGroup
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC159,260$7.31M0.27%+154,08213F-HRTimelineGroup
Sherman Wealth Management LLC158,463$7.23M6.21%+17,02813F-HRTimeline
WealthTrak Capital Management LLC156,926$7.16M5.12%+35,33013F-HRTimeline
Vista Cima Wealth Management LLC156,718$7.15M7.07%+52,29113F-HRTimeline
BayBridge Capital Group, LLC161,000$7.15M4.43%013F-HRTimeline
Aerodigm Wealth, LLC155,186$7.08M2.67%-87013F-HRTimeline
Cresset Asset Management, LLC154,168$7.04M0.03%+39413F-HRTimeline
Battery Global Advisors, LLC152,557$6.96M3.74%013F-HRTimeline
Oregon Pacific Wealth Management, LLC151,927$6.94M7.24%-65813F-HRTimeline
Avior Wealth Management, LLC150,170$6.86M0.19%+10413F-HRTimeline
Vested Financial Planning, LLC150,138$6.85M5.22%+12,39313F-HRTimeline
Fourth Dimension Wealth, LLC149,340$6.82M2.59%+2,81513F-HRTimeline
Benchmark Financial, LLC148,467$6.78M6.08%+20,31413F-HRTimeline
BIP Wealth, LLC147,908$6.75M0.27%-27,96213F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT145,789$6.66M0.75%+2,56013F-HRTimeline
Total Clarity Wealth Management, Inc.145,554$6.64M1.56%+22,90313F-HRTimeline
GREAT LAKES ADVISORS, LLC144,492$6.6M0.05%-92,51713F-HRTimeline
Continuum Advisory, LLC138,090$6.3M0.6%-13,49913F-HRTimeline
Raleigh Capital Management Inc.137,514$6.28M2.17%-5,43013F-HRTimeline
Wilkins Miller Wealth Management, LLC137,492$6.28M3.8%+3,54513F-HRTimeline
BCS Wealth Management134,139$6.12M1.25%-126,20913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC132,939$6.11M0.16%+4,78913F-HRTimelineGroup
Tyche Wealth Partners LLC129,443$5.91M0.91%+15,98513F-HRTimeline
FDx Advisors, Inc.129,267$5.9M1.88%new13F-HRTimeline
Montis Financial, LLC129,133$5.89M1.22%+5,06913F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC128,331$5.86M0.25%-13,51913F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …128,034$5.84M0.9%-1,89013F-HRTimeline
Occidental Asset Management, LLC127,626$5.83M0.69%+6,38013F-HRTimeline
Advisory Services Network, LLC127,301$5.81M0.08%-12,24813F-HRTimeline
Symphony Financial, Ltd. Co.128,739$5.76M0.76%+91613F-HRTimeline
Hughes Financial Services, LLC126,173$5.76M0.88%-4,27813F-HRTimeline
Balefire, LLC125,446$5.73M1.08%+22,29113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…125,258$5.72M0.04%-2,24713F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC125,233$5.72M1.03%-2,15713F-HRTimeline
Yukon Wealth Management, Inc.124,761$5.7M3.4%+1,95013F-HRTimeline
Breachway Investments LLC120,120$5.57M5.35%+3,61713F-HRTimeline
Red Wave Investments LLC120,755$5.51M1.65%-15,35513F-HRTimeline
Smith Thornton Advisors LLC119,500$5.46M2.75%+3,84613F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC118,669$5.42M0.33%-10113F-HRTimeline
Schwallier Wealth Management LLC118,623$5.42M3.96%-8,29713F-HRTimeline
Valpey Financial Services, LLC118,361$5.4M3.51%-5,64313F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.117,961$5.38M1.69%-6,16113F-HRTimeline
Integrity Wealth Solutions LLC115,870$5.29M2.08%-22213F-HRTimeline
Ervin Investment Management, LLC114,088$5.21M3.05%+4,53513F-HRTimeline
Towercrest Capital Management113,431$5.18M0.81%-1,76413F-HRTimeline
SYM FINANCIAL Corp112,579$5.14M0.51%+10,69013F-HRTimeline
International Private Wealth Advisors L…112,460$5.13M3.14%+2,00413F-HRTimeline
HARBOR ADVISORY CORP /MA/112,330$5.13M1.54%013F-HRTimeline
Brown Financial Advisors111,193$5.08M1.92%-2,70913F-HRTimeline
Hirtle & Co., LLC110,407$5.04M0.17%013F-HRTimeline
CHOREO, LLC110,321$5.04M0.06%-57813F-HRTimeline
Heartwood Wealth Advisors LLC110,259$5.03M0.44%-3,84513F-HRTimeline
Spartan Planning & Wealth Management109,908$5.02M3.71%-68,20813F-HRTimeline
Vertex Planning Partners, LLC109,561$5M0.97%-5,08713F-HRTimeline
Modern Wealth Management, LLC106,089$4.92M0.08%+46,00913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS107,092$4.89M0.01%+15,59413F-HRTimeline
Trilogy Capital Inc.106,464$4.86M0.22%+3,71413F-HRTimeline
Smartleaf Asset Management LLC109,876$4.86M0.18%+4,31413F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …105,046$4.8M0.54%+15,37213F-HRTimelineGroup
Heritage Trust Co104,933$4.79M0.48%013F-HRTimeline
DeDora Capital, Inc.104,837$4.79M1.17%013F-HRTimeline
Aspetuck Financial Management LLC104,394$4.77M3.26%+1,31413F-HRTimeline
NWAM LLC102,949$4.7M0.27%-6,35913F-HRTimeline
Visionary Wealth Advisors102,316$4.67M0.21%-4,97413F-HRTimeline
Norway Savings Bank101,508$4.63M2.2%+98113F-HRTimeline
Keener Financial Planning LLC100,599$4.59M1.93%+13613F-HRTimeline
Opes Wealth Management LLC97,736$4.46M0.76%+2,87413F-HRTimeline
Northwest Wealth Advisors, LLC97,456$4.45M3.18%+12,17513F-HRTimeline
Tranquilli Financial Advisor LLC96,670$4.41M2.58%-12,65613F-HRTimeline
Oxinas Partners, LLC96,202$4.39M2.01%-1,91313F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC95,764$4.37M0.31%-3,83013F-HRTimeline
Weitzel Financial Services, Inc.94,198$4.37M1.65%+5,55213F-HRTimeline
Range Financial Group LLC94,602$4.32M1.45%+1,88113F-HRTimeline
rebel Financial LLC94,523$4.31M1.87%-6,68113F-HRTimeline
Financial Insights, Inc.93,812$4.28M1.39%-6013F-HRTimeline
QP WEALTH MANAGEMENT, LLC93,281$4.26M7.3%-38,52413F-HRTimeline
HBW ADVISORY SERVICES LLC92,697$4.23M0.45%+50213F-HRTimeline
Venture Visionary Partners LLC91,770$4.19M0.14%+3,99713F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC91,569$4.18M1.19%-4,08213F-HRTimeline
VestGen Advisors, LLC83,762$4.17M0.12%-3,83313F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV90,936$4.15M0.55%+2,94513F-HRTimeline
JRM Investment Counsel, LLC90,103$4.11M1.1%013F-HRTimeline
Towerpoint Wealth, LLC89,932$4.11M1.66%-2,00013F-HRTimeline
CABOT WEALTH MANAGEMENT INC89,841$4.1M0.47%+7,99313F-HRTimeline
G&S Capital LLC89,680$4.09M1.44%+10,89513F-HRTimeline
PAX Financial Group, LLC89,372$4.08M0.7%-8,39013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC88,900$4.06M0.01%new13F-HRTimeline
Gambit Capital Management, LLC88,733$4.05M2.9%+44,18813F-HRTimeline
Legacy Wealth Partners, LLC88,729$4.05M1.02%+5,00413F-HRTimeline
One Capital Management, LLC88,390$4.04M0.11%+15,21413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC88,356$4.03M0.06%+33,46513F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC86,897$3.97M0.09%+11,02913F-HRTimeline
YANKCOM Partnership86,755$3.96M1.63%013F-HRTimeline
NOVUS ADVISORS, LLC86,600$3.95M8.84%-6,49513F-HRTimeline
ORBA Wealth Advisors, L.L.C.86,004$3.93M4.68%-14,91413F-HRTimeline
Alliance Wealth Management Group85,744$3.91M0.86%-1,54713F-HRTimeline
Steele Capital Management, Inc.85,629$3.91M0.16%-56713F-HRTimeline
Paladin Wealth, LLC84,788$3.87M2.66%+6,95513F-HRTimeline
LexAurum Advisors, LLC84,717$3.87M0.5%13F-HRTimeline
Cooksen Wealth, LLC84,579$3.86M2.8%+2,62913F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp84,519$3.86M0.22%+4,72713F-HRTimelineGroup
BLAIR WILLIAM & CO/IL84,409$3.85M0.01%+9,90213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…84,361$3.85M0.25%013F-HRTimeline
STEVENS CAPITAL PARTNERS84,289$3.85M0.93%+39,80813F-HRTimeline